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Author: DreadPotato Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 250277  
Subject: Market Performance & Allocation Date: 3/16/2013 8:32 AM
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Market Performance & Asset Allocation
Last Post: http://boards.fool.com/Message.aspx?mid=30581784

Market Total Returns (CAGR ex. YTD)                 YTD(ROI)        TTM  Jan-09 TD  Jan-04 TD     StartD  Reference:
Four-in-One Index (FFNOX) 9% 10% 13% 6% Sep-99 BrdMkt_AA
VL Arithmetic Index (.VAY) 14% 15% 25% 10% Apr-84 VL-Screens
S&P 1500 (EqWt: SPY,MDY,IJR) 13% 13% 18% 8% Jan-93 US-Equity
Foreign (EqWt: EFA,EEM) 2% 3% 12% 9% Apr-01 Foreign-Eq
US Bonds (EqWt: AGG,SHY) -0.5% 0.6% 3.0% 3.7% Jul-02 FixedIncome
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My MI Screens - Total Returns (IRR ex. YTD) YTD(ROI) TTM(IRR) Jan-09 TD Jan-04 TD StartD Vested(N)
ETF Screens Total Return = 8% 6% 5% 6% Jun-98 100%
VL Screens Total Return = 10% 14% 16% 16% Dec-00 108%
MI Screens Total (cash incl'd YTD/TTM) = 8% 7% 11% 12% Jun-98 105%
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Tactical_Asset_Allocation My Assets Target *Dread's* ValueLine Benchmark
Equity - US 68% 72% 55% 65% 50%
Equity - Foreign Incl'd 13% 10% Incl'd 10%
Fixed Income 24% 25% 25% 35% 30%
Cash / UST-Bill / Margin 8% -10% 10% Incl'd 10%
Last change 16-Mar-13 4-Mar-13 31-Aug-12 2-May-12 N/A
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Market_Timing_Allocation Risk Averse Pessimist *Neutral* Moderate Optimist
Cash plus FI na na na na 15%
Signal Count: na na na na 7
Bullish Signals: 0 1 or 2 3 or 4 5 or 6 7
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Market Timing Indicators Status LastChg #Chg/Yr CAGR B&H # Years
ValueLine (.VAY) Daily "ADX(15,15)" Bullish 4-Mar-13 10.0 7% 13% 3.0
ValueLine (VLIA30) "Performance" plus "Breadth" Bullish 22-Feb-13 8.6 5% 16% 3.3
Nasdaq (.IXIC) Daily "TRIN" Breadth Oscillator Bullish 27-Jul-12 5.3 10% 11% 3.0
SP400 (MDY) Daily "PO's(5/50,5/100,5/200)" Bullish 28-Nov-12 4.0 6% 13% 3.0
R2000 (IWM) Daily "PO's(5/50,10/50,15/50)" Bullish 7-Dec-12 4.0 10% 12% 3.0
Seasonal Timing Strategy Daily (.SPX) Bullish 21-Nov-12 2.0 13% 10% 3.0
SP500 (SPY) Daily "PO's(10/200,20/200,40/200)" Bullish 13-Jan-12 1.3 5% 10% 3.0
BullishCount/LastChg/Average 7 4-Mar-13 5.0 7.8% 12.1% 3.0
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